Institutional Ownership Innovator U.S. Equity Ultra Bu (UMAY)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UMAY). We have compiled data on the 54 institutions that hold shares in the stock, with a total of 1.53 Million shares, which have been reported (via 13F filing form) to have a value of $50.3 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
12,415
shares
|
$407,708
0.0% of portfolio
|
Q2 2024
Reduced 40.86%
|
|
Stratos Wealth Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
12,175
shares
|
$399,827
0.02% of portfolio
|
Q2 2024
New holding
|
|
Retirement Guys Formula LLC
|
Aug 01, 2024 Q2 2024 |
11,720
shares
|
$384,884
0.18% of portfolio
|
Q1 2024
Reduced 0.08%
|
|
Money Concepts Capital Corp
|
Aug 02, 2024 Q2 2024 |
10,974
shares
|
$360,386
0.03% of portfolio
|
Q1 2024
Reduced 4.95%
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
9,072
shares
|
$297,924
0.01% of portfolio
|
Q2 2024
New holding
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
8,113
shares
|
$266,430
0.0% of portfolio
|
Q2 2024
Reduced 53.0%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
7,965
shares
|
$261,570
0.0% of portfolio
|
Q4 2023
Added 7.78%
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
7,691
shares
|
$252,572
0.01% of portfolio
|
Q2 2024
New holding
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
7,572
shares
|
$248,664
0.0% of portfolio
|
Q4 2023
Reduced 11.67%
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Jul 24, 2024 Q2 2024 |
7,355
shares
|
$241,538
0.09% of portfolio
|
Q2 2023
New holding
|
|
O'Connor Financial Group LLC
Quincy, IL |
Aug 13, 2024 Q2 2024 |
7,307
shares
|
$239,961
0.14% of portfolio
|
Q2 2024
New holding
|
|
Outlook Wealth Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
6,868
shares
|
$225,545
0.08% of portfolio
|
Q2 2024
Reduced 14.86%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 15, 2024 Q2 2024 |
6,676
shares
|
$219,239
0.01% of portfolio
|
Q2 2024
New holding
|
|
Worth Pointe, LLC
La Jolla, CA |
Aug 13, 2024 Q2 2024 |
6,378
shares
|
$209,453
0.09% of portfolio
|
Q2 2024
New holding
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
4,493
shares
|
$147,550
0.02% of portfolio
|
Q2 2024
New holding
|
|
Archer Investment Corp
|
Aug 02, 2024 Q2 2024 |
4,065
shares
|
$133,494
0.04% of portfolio
|
Q2 2024
Added 1.37%
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
3,525
shares
|
$115,761
0.01% of portfolio
|
Q2 2023
Reduced 97.63%
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 18, 2024 Q2 2024 |
3,026
shares
|
$99,373
0.05% of portfolio
|
Q2 2024
New holding
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 31, 2024 Q2 2024 |
1,794
shares
|
$58,914
0.04% of portfolio
|
Q4 2022
Reduced 0.39%
|
|
Weaver Capital Management LLC
Suwanee, GA |
Aug 02, 2024 Q2 2024 |
1,151
shares
|
$37,798
0.01% of portfolio
|
Q1 2024
New holding
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
945
shares
|
$31,033
0.0% of portfolio
|
Q2 2024
Reduced 88.41%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
638
shares
|
$20,951
0.0% of portfolio
|
Q1 2024
Reduced 48.47%
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 11, 2024 Q2 2024 |
470
shares
|
$15,434
0.01% of portfolio
|
Q3 2023
New holding
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2024 Q2 2024 |
462
shares
|
$15,172
0.01% of portfolio
|
Q2 2024
New holding
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
186
shares
|
$6,108
0.0% of portfolio
|
Q2 2024
Reduced 31.11%
|